Institutional Ownership Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF). We have compiled data on the 956 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
18
shares
|
$3,106
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
18
shares
|
$3,106
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
17
shares
|
$2,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
16
shares
|
$2,761
0.0% of portfolio
|
Q3 2021
Added 45.45%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
16
shares
|
$2,761
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
16
shares
|
$2,761
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$2,589
0.0% of portfolio
|
Q1 2025
Reduced 53.13%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
14
shares
|
$2,416
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
14
shares
|
$2,416
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
14
shares
|
$2,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
12
shares
|
$2,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
12
shares
|
$2,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
12
shares
|
$2,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
12
shares
|
$2,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
11
shares
|
$1,898
0.0% of portfolio
|
Q2 2025
Added 120.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11
shares
|
$1,898
0.0% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11
shares
|
$1,898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
11
shares
|
$1,898
0.0% of portfolio
|
Q1 2023
Reduced 95.93%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
10
shares
|
$1,726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
10
shares
|
$1,726
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
10
shares
|
$1,726
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
9
shares
|
$1,553
0.0% of portfolio
|
Q2 2025
Added 80.0%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
9
shares
|
$1,553
0.0% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
9
shares
|
$1,553
0.0% of portfolio
|
Q2 2025
Reduced 35.71%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
8
shares
|
$1,380
0.0% of portfolio
|
Q2 2025
New holding
|